Waverly Advisors Acquires Rainsberger Wealth Advisors

Rainsberger Wealth Advisors (“Rainsberger”) has been acquired by Waverly Advisors as of October 20, 2023.

Moving forward, you will come to know the Waverly Advisors team as an extension of our own. Both Waverly Advisors and Rainsberger are driven by a client-first philosophy. We are dedicated to making a difference in the lives of our clients through financial planning and investment management, while building strong, long-lasting advisor-client relationships.

View Full Press Release Here.

Waverly CEO, Josh Reidinger

"Waverly’s philosophy is dedicated to supporting the daily lives of our clients and the financial decisions and challenges that go hand-in-hand. We see Rainsberger's core values align with our own, making this merger feel more like a natural progression for all parties involved. We are thrilled to welcome Bud and his talented team to Waverly, as we continue to grow."

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Our New Team

"We believe that this merger will allow our clients and team members even greater opportunities, enhanced resources, and extensive service offerings. Our combined teams’ financial planning knowledge and skill sets as well as our respective areas of specialization will provide an enhanced client experience. Our goal is to do our best in serving the many areas of your financial life while always putting you, our client, first. We look forward to this new chapter in joining Waverly Advisors.” - Bud Rainsberger, President & CEO of Rainsberger Wealth Advisors

We’re available to answer any questions you may have about the firm, our team and future plans. We invite you to reach out should you have any questions.

A copy of Waverly Advisors’ written disclosure statement discussing advisory services and fees is available upon request or by clicking here.

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